Australian Investors Podcast

Mitch Sneddon shares his harrowing tale of losing 80% on Fleetwood, shedding light on the risks of mining investments. The conversation highlights the critical importance of diversification and the dangers of overconfidence in investing. Key concepts like identifying 'price takers' vs. 'price makers' emerge, along with modern portfolio strategies focused on ETFs. Personal anecdotes illustrate the impact of past mistakes, emphasizing the need for a solid financial foundation and preparing for retirement while managing risk.

In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, and Drew Meredith, Director of Wattle Partners, dive into the latest ASX news, explain why FANG stocks should be on your watchlist, and the latest at WiseTech Global (ASX: WTC).If you like small-cap investing, global technology companies or the stock market in general, you'll get the names and analysis of top ASX shares and NASDAQ-listed shares.  If you like this Australian Investors Podcast episode on US stocks and portfolio construction, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.Topics covered today: The case for US stocks China v America company-specific trade war Mineral Resources Ltd (ASX: MIN) director changes Are we worried about inflation?  What is a family trust + bucket company and why did Owen use one? How to construct a portfolio with low risk assets Is 23% in Soul Patts (ASX: SOL) and Australian Foundation Investment Ltd (ASX: AFI) How to get a job in finance Resources for this episode $10k portfolios - daily tracking: https://www.raskmedia.com.au/portfolio/ Ask a question (select the Retirement podcast): https://bit.ly/R-quest  Rask Resources All services: https://bit.ly/R-servicesFinancial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Andrew Hall discuss: Invesco’s global investment process and strategy Why 80% of the fund targets compounders, and 20% improvers How the Invesco Global Opportunities Fund is built and managed Lessons learned from crises like COVID-19 and the GFC How Andrew uses data, discipline and team introspection to manage money globally If you love learning about portfolio construction, global investing, and behavioural discipline, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!Follow us on Instagram and TikTok for more investing insights.Topics Covered– Welcome & introduction to Andrew Hall and Invesco– What makes equities the best long-term asset class– The 80/20 split: compounders vs improvers– How Andrew defines a compounder and what separates them from improvers– The role of change, leadership and industry dynamics in selecting improvers– How the Invesco Global Opportunities Fund is structured and managed– Lessons learned from major crises: the GFC, COVID-19, and more– How Andrew made tough calls during the COVID crash– Reflections on personal resilience, team strength, and managing under pressure– Portfolio management discipline and handling uncertaintyResources for This EpisodeLearn More About Invesco & the Global Opportunities Fund: Invesco Australia Invesco Global Opportunities Fund (Hedged Class A) ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Australian Investors Podcast – https://bit.ly/R-quest📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMERThis podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.#Investing #Finance #AustralianInvestorsPodcast #Invesco #GlobalInvesting #Compounders #Improvers #PortfolioConstruction Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: Trump’s tariff bombshell and its global market impact Owen’s $100K investment using equity release How Owen's timing the market went surprisingly well Owen is buying Costco (NASDAQ: COST) + WiseTech Global Ltd (WTC) Why diversification and long-term thinking still win Weekly investor mailbag How to build a core plus satellite with shares An Elon conspiracy theory If you love learning about global markets, investing strategies, and macroeconomic trends, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!Follow us on Instagram and TikTok for more investing insights.Topics Covered Welcome & catching up during school holidays Markets in meltdown: ASX, S&P 500 & Nasdaq fall hard Owen’s $100K investment: humblebrag or genius move? Equity release strategy explained Baby Munger arrives: Charlie Derrimuth Rask is born Trump's tariff reversal: what it really means China’s response & global economic risks Drew’s view: trade wars, inflation & the American manufacturing revival Will tariffs help young Americans get jobs? The US vs China economic policy approach Backing American tech giants over government defence Apple, Google, Microsoft & the future of global dominance Bonus: Drew’s new mystery vehicle and Owen’s studio upgrade plan Resources for This Episode📄 Learn More About US Tariffs & Trade Wars: Why Trump is using Tariffs – Owen’s article Owen’s $100,000 investment – what he bought 25 things Owen would teach his child Debt recycling and equity release explained ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMERThis podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.#Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, host Owen Rask sits down with Billy Leung from Global X ETFs to discuss: Why global investing is more important than ever How AI is reshaping markets & investment strategies The role of the Russell 2000 (RSSL) Index in a diversified portfolio How investors can think about currency hedging for international exposure If you love learning about global markets & ETFs, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!Follow us on Instagram and TikTok for more investing insights.Topics Covered Welcome & Introduction The Rise of AI & Its Impact on Investing Why Investors Should Think Globally Home Country Bias & How to Overcome It What Is the Russell 2000 (RSSL) & Why It Matters? How AI Could Unlock Mid-Cap Growth Currency Hedging Strategies for Global Investors Final Thoughts & Takeaways for Investors Resources for This Episode📄 Learn More About These ETFs: Global X Russell 2000 ETF (RSSL): https://www.globalxetfs.com/funds/rssl/ Global X FANG+ ETF (FANG): https://www.globalxetfs.com.au/funds/fang/ ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMERThis podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. Learn more about your ad choices. Visit megaphone.fm/adchoices

The ASX 200 (ASX: XJO) price is crashing down 6.5%. Commonwealth Bank of Australia (ASX:CBA) share price is down 7.7%. BHP Group Ltd (ASX: BHP) share price is down 8%. VIDEO VERSION: https://youtube.com/live/SBxxCavI2LoASX 200 investors, what should you do in a market crash?!If you're watching the ASX 200 sell-off in fear, rest assured - at 12 noon today (MEL/SYD time), Chief Investment Officer Owen Rask will break down his 5-part market crash investing checklist. ✨ Resources ✨Rask Invest portfolio: https://www.rask.com.au/rask-investJoin our community: https://community.rask.com.auGet financial advice: https://www.rask.com.au/adviceSpecial guest Claude Walker:https://arichlife.com.au/All information in this podcast is strictly general in nature. It is not personal financial advice as it does not take into account your needs, goals or objectives. So don’t act on it before speaking with your financial planner. Owen Raszkiewicz can be verified on asic.gov.au. He is the ultimate holder of AFSL 563907 and you can read Rask's Financial Services Guide at www.rask.com.au/fsg Investing can be risky and result in permanent capital loss.#investing #asx200 Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith discuss: The best business models in the world and why they work Why Pinnacle (ASX:PNI) stands out in Aussie funds management Apple & Microsoft: the power of platforms and ecosystems Which ASX and US companies Owen and Drew would buy and hold forever If you love learning about business quality, competitive advantages, and building high-performing portfolios, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!Follow us on Instagram and TikTok for more investing insights.Topics Covered– What makes a great business model: scalability, margins, customer stickiness– Why funds management used to be unbeatable (and what’s changed)– Pinnacle Investment Management (ASX:PNI) and the affiliate model explained– Apple’s ecosystem and Microsoft’s B2B dominance– The most profitable sectors by net margins– Which one ASX and one US company Owen & Drew would buy~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services📋 Get Financial Planning – https://bit.ly/R-plan📈 Start investing with Rask – https://bit.ly/R-invest📜 Access Show Notes – https://bit.ly/R-notes❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMERThis podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.#Investing #Finance #AustralianInvestorsPodcast #2Sense Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Mark Kiesel, PIMCO’s Chief Investment Officer of Global Credit. Together, they discuss: Why now could be a generational opportunity for bond investors Mark’s outlook on inflation, interest rates and the global economy PIMCO’s $2 trillion advantage and how it creates alpha in credit markets What airlines and housing trends are saying about the next economic slowdown If you love learning about bond investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!Follow us on Instagram and TikTok for more investing insights.Topics Covered Mark’s visit to Australia and on-the-ground insights How PIMCO’s massive scale drives bond market advantage His famous 2006 call to sell his home pre-GFC Why inflation is likely to fall and bond markets may rally The “slimming down” theory and macroeconomic signals What airlines, autos and housing are telling us about sentiment Mark’s contrarian outlook and long-term investing mindset Resources for This Episode📄 Learn More About Bond Investing & PIMCO’s Views: Opportunity Amid the Noise - Interview with Dan Ivascyn The “Magnificent 7” Reasons Why Now is a Good Time to Invest in Core Bonds ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMERThis podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.#Investing #Finance #AustralianInvestorsPodcast #Bonds #PIMCO #MarkKiesel Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's Australian Investors Podcast 2 Sense episode, your hosts Owen Rask and Drew Meredith, CFP® discuss: Their best investments ever and what they learned Why US tech (like TTD & PANW) has outperformed Aussie small caps How Pro Medicus (ASX:PME) became a 30-bagger The importance of position sizing, patience & letting winners run If you love learning about long-term investing and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!Follow us on Instagram and TikTok for more investing insights.Topics Covered– What Drew and Owen learned from their best-ever investments– Why Pro Medicus (ASX:PME) is still in Owen's portfolio– The growth of Palo Alto Networks (NASDAQ:PANW) and Trade Desk (NASDAQ:TTD)– How ETFs helped outperform direct stock picks– The power of currency and global diversification– Portfolio rebalancing, patience & long-term compounding– What listeners can take away from 10+ year compoundersResources for This Episode📄 ETFs Mentioned in This Episode: Betashares A200 ETF (ASX:A200) iShares S&P 500 ETF (ASX:IVV) ~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services📋 Get Financial Planning – https://bit.ly/R-plan📈 Start investing with Rask – https://bit.ly/R-invest📜 Access Show Notes – https://bit.ly/R-notes❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMERThis podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.#Investing #Finance #AustralianInvestorsPodcast #2Sense Learn more about your ad choices. Visit megaphone.fm/adchoices

The Staude Capital Global Value Fund Limited (ASX: GVF) is a unique listed investment company for a few reasons. Firstly, it invests in heavily discounted investment vehicles all over the world. There’s no other ASX listed vehicle that does this (to our knowledge anyway). And secondly, they are a husband and wife team who have just celebrated the funds ten year anniversary.In this episode we dive deep on the investment philosophy that has seen the fund return over 11%pa since inception. How they find and evaluate opportunities and how you can take their approach to find quality, undervalued opportunities in the Australian listed investment company space as well.We loved this episode and hope you do too. Additional resources:Link to the GVF websiteGVF celebrates ten years - a recapRatings house, Lonsec’s independent review of GVFThe Association of Investment Companies - for those interested in the LICs scene in the UKIce breakers What ignited the spark for Emma and Miles to start investing Who were or are still your mentors? How does a husband and wife team end up saying “hey let’s do this together” Your process The GVF investment process through the lens of the analysis of the company's performance. How do these investors in listed investment companies unlock the value that is in the discount? Deep value often appears in sectors or geographies all at the one time, how do they think about portfolio weights and balancing exposures in these opportunities? What is the turnover of the GVF portfolio? How do you balance the duration of a possible investment in your portfolio? How should someone view GVF in terms of asset allocation? Advice for the Australian LIC investor: How does Australia compare to other countries when it comes to closed ended listed investment vehicles. Why should the individual investor look at the UK as their first stop when looking outside Australia for LICs What are the top things to look for when selecting a listed investment company (LIC) in Australia Personal reflections: What character traits in each other do you most admire when it comes to building a company together? What advice would you go back and give your younger self? We’re going for lunch anywhere in the world, where are we going? Rask Resources All services: https://bit.ly/R-servicesFinancial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices